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PRINCIPIA WEALTH ADVISORY, LLC
CRD 152678 · SEC 801-127042
13355 NOEL RD. STE 1100, DALLAS, TX, 75240, United States
Phone
214-775-0899
Fax
214-775-0899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.0M
Discretionary AUM
$225.0M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $26.0M |
| High net worth individuals | 81 | $174.0M |
| Charitable organizations | 3 | $22.0M |
| Insurance companies | 1 | $3.0M |
States served
LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD